New Feature Updates in your RealtiPLUSWeb and RealtiOnlineWeb Programs

The following changes have recently been implemented in the RealtiPLUSWeb and RealtiOnlineWeb applications...

RealtiPLUSWeb/RealtiOnlineWeb Updates

 

  • You can specify Who Has Deposits: (Ontario only, Alberta coming very soon!) You now have the option to select whether each deposit is being held with the broker, the lawyer or the vendor on Purchase and Sale files. On Sale files, deposits being held by the vendor will not go to the Trust Statement, those being held by the lawyer do. Deposits going to broker show on the Trust Statement, net of commission, where the broker is being Paid (not owed). On Purchase files, deposits and commissions do not go to Trust.
  • Balance Due on Closing can be changed: For purchase and Sale files, you can now change the Balance Due on Closing on the Statement of Adjustments. Enter a new number, and the new dollar amount automatically updates the Trust Statement.
  • Trust Statement/Redirection: If you need to, you can show funds that have been redirected by the Vendor on the Trust Statement. To redirect an amount on the Trust Statement, add the item and the amount, and then click Redirected by Vendor. On Sale files, there is an Exclude Redirection Amounts from Trustcheckbox in the Auto Include box at the top right of the screen. If this box is checked, redirected amounts are deducted from the Trust Statement total.
  • New! Client List available to select existing client: Your list of clients is now available for selection when creating a new Transferee in a Purchase file, a new Transferor in a Sale file, or a new Mortgagor in a mortgage only transaction. To bring in previous client information, choose the Select from List button on the top of the Transferee, Transferor or Mortgagor windows before completing the screen.
  • Printable Calendar: The Calendar can now be printed. To do so, click on the printer icon at the bottom right of the calendar, then make selections as to what calendar will appear on your report, whether to print just your items or all calendar items and the format.
  • User Dictionary: There is a new User Dictionary feature (Tools, User Dictionary) that allows you to add words or delete words one at a time, or in bulk, from your dictionary for Spell Checking purposes.
  • Saving Document Packages: Provided there are no pre-printed forms in the package, you can now save a package of documents on the package screen. The package will also show as a saved document in the Alphabetical document list.
  • Document Control allows change of Province: You can now type in a different province for document execution purposes when client is signing out of province
  • Ontario Only: MLTT Can be Listed Separately on the Trust Statement Metro Toronto Land Transfer Tax can now be listed separately in Paid Items on the Trust Statement. There is a clause in the clause library called "Trust Paid Items - MLTT Listed Separately". If you wish to use this, insert this clause into your Trust Statement and remove the existing paid items clause. This will list the Metro Land Transfer Tax separately from the Ontario Land Transfer Tax, if there is any.
  • Alberta only: Two real estate agents on a file: Provision has been added for a second real estate agent on a file.

And other previous updates...

  • ILA information is now accessible on the Mortgage screen in the Guarantors area
  • You now have the ability to have text print at the top right hand corner in all documents, underneath the letterhead. In order to do this, in the document master, there is a new option Data in Top Right Corner, together with a box where you can type text or insert fields.
  • You can now remove the wording (the "Purchasers") and (the "Vendors") from relines. In the master, there is a new reference line option, Exclude (the "Purchaser")/(the "Vendor") etc. from Re-line?
  • In the address dropdowns in master documents, for client, purchaser, vendor there are now options for both pre- and post-closing addresses.
  • A staff information section has been added to the field list.
  • (Alberta only) A new option has been added to the Price Includes GST Dropdown:GST Not applicable, to allow the price not to be subject to any GST.
  • (Alberta only) CMHC High Ratio mortgages are now provided for on mortgage only files

Forms Ontario

  • New! Bridgewater Bank Request for Funds and Final Report
  • Revisions to CIBC Interim Report
  • Forms 9D - Investment Authority and 9E - Report on Investment have been added to the system
  • Metro Toronto Land Transfer Tax - Tax and Rebate forms added and ability added to calculate rebate for individual transferees
  • FirstLine Trust - Schedule to Matrix Mortgage updated
  • North Bay Fire Department form updated

...and previously

  • MCAP Schedules Updated - B, C, E, F, H
  • Clause 7 of the RBC Standard Form Mortgage updated.
  • CIBC trading as FirstLine Mortgages Inc. Interim report updated.
  • CIBC trading as FirstLine Mortgages Inc. Solicitor's Interim Report now brings in the Name of Purchaser's lawyer under the name of law firm.
  • The GST/HST Transitional Rebate form has been updated
  • The new version of the LTT Rebate Affidavit (resale Home) has been added.
  • The Updated New Housing Application for Houses Purchased from a Builder now available.
  • RBC - Request for RBC Homeline Plan Funds Form has been updated.
  • CIBC Mortgages - Schedule of Additional Terms CIBC Variable Flex mortgage has been updated.
  • Citizen's Bank Identification Verification Form has been updated.

Alberta

  • New! Ing Bank of Canada Mortgage Form
  • Standard Charge Terms Update for Regency Finance Corp
  • New! Backers added under Registration Documents: Mortgage backer (legal size) and Mortgage backer (letter size)
  • FirstLine Trust - Schedule to Matrix Mortgage updated
  • Alberta Treasury Branch Final Report updated to provide all pages (ie, closing a transaction via other alternatives)

...and previously

  • The terms "Seller"and "Buyer"are now consistent in all documents.
  • ING Bank form has been updated
  • CIBC trading as FirstLine Mortgages Inc. Interim report has been updated.
  • Standard Charge Terms for CIBC trading as FirstLine Mortgages Inc., Matrix mortgage standard charge terms, Home Trust Company Mortgage have been updated.
  • MCAP Schedule Updates: Schedule "B", "E", "H", and "I"
  • MCAP Interim Report updated.
  • CIBC Mortgages - Schedule of Additional Terms has been updated.
  • CIBC Mortgages Inc. Solicitor’s Interim Report Updated (1053 PRV-2008/03)
  • RBC Standard Form Mortgage - Clause 7 updated.
Real EstateIrene WardRealtiWeb, UpdatesComment